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Current Employers
Syntegra Private Wealth Group Llc

14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-09-13
TX RA APPROVED_RES 2022-12-13
MO RA APPROVED 2022-11-07
  • CO RA
    APPROVED
    Since 2023-09-13
  • TX RA
    APPROVED_RES
    Since 2022-12-13
  • MO RA
    APPROVED
    Since 2022-11-07

Branch Locations

14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States

14143 Denver West Pkwy. Suite 100, Golden, CO 80401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Railcar Industries St Charles MO 10/2006 03/2018
Boeing Company Hazelwood MO 04/2018 06/2020
Securities America, Inc. Chesterfield MO 07/2020 06/2024
Arbor Point Advisors Chesterfield MO 07/2020 12/2022
Syntegra Private Wealth Group Llc Chesterfield MO 10/2022 Present
Osaic Wealth, Inc. Chesterfield MO 06/2024 02/2026
Private Client Services St Charles MO 02/2026 Present
  • 10/2006 → 03/2018
    American Railcar Industries
    St Charles, MO
  • 04/2018 → 06/2020
    Boeing Company
    Hazelwood, MO
  • 07/2020 → 06/2024
    Securities America, Inc.
    Chesterfield, MO
  • 07/2020 → 12/2022
    Arbor Point Advisors
    Chesterfield, MO
  • 10/2022 → Present
    Chesterfield, MO
  • 06/2024 → 02/2026
    Osaic Wealth, Inc.
    Chesterfield, MO
  • 02/2026 → Present
    Private Client Services
    St Charles, MO
Previous Registrations
  • 2020-06-25 → 2022-12-31
    Arbor Point Advisors
    Chesterfield, MO
Other Businesses

1) Syntegra Private Wealth Group LLC; investment-related; 14567 Outer Forty Rd, Suite 225, Chesterfield, MO 63017; investment advisory firm; investment adviser representative; start date 10/2022; number of hours per month: 160; number of hours per month during trading hours: 160. 2) Montauk Springs Subdivision Water System, Inc.; not investment-related; #37 Private Lane 600, Salem, MO 65560; I collect dues and process payment when the well system and/or community water lines need maintenance or repair; start date: 09/2020; number of hours per month: 0. 3) Crump Insurance Sales; Investment related; 14567 N Outer Forty Rd. Suite 225 Chesterfield MO 63017; Insurance and annuity sales and servicing; Insurance agent; Effective date: 02/11/2026; 5 hours per month; 5 hours during trading; Insurance agent, soliciting based on client's needs

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-15
  • S66 Uniform Combined State Law Examination
    2020-05-15
Designations

View on SEC IAPD

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